Amy Barrett

Amy Barrett Email and Phone Number

Founder and Wealth Advisor @
Amy Barrett's Location
Greater Chicago Area, United States
Amy Barrett's Contact Details

Amy Barrett personal email

n/a

Amy Barrett phone numbers

About Amy Barrett

Amy Barrett's career spans thirty years including owning a membership at the Chicago Board of Trade and asset management for Lotsoff Capital Management, a Chicago-based investment manager. In the past, she had held positions of Director of Investments, Chief Investment Officer, Principal and Financial Advisor. Amy is a contributor to the Wall Street Journal, Forbes, and other media outlets including television, the Internet, and radio.Amy holds a Master of Business Administration degree from the University of Chicago where she specialized in finance and policy, and a BS degree from Cornell University. She has been awarded the Chartered Financial Analyst (CFA) charter and the Certified Financial Planner (CFP®) certificate. In addition, Amy has earned the Certified Divorce Financial Analysts (CDFA™) certificate. She received training as a Mediator certified by DePaul University and trained in the Collaborative Law Process.Amy founded Barrett Wealth Connection LLC. in 2012 to provide financial planning, investment management, and personalized consulting to individuals, corporations, not-for-profit organizations, and foundations. In a world that is rapidly losing the personal touch, the company offers excellent one-on-one service resulting in close client relationships.This page is a publication of Barrett Wealth Connection. The firm is registered as an investment adviser with the State of Illinois and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Barrett Wealth Connection is not engaged in the practice of law.Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

Amy Barrett's Current Company Details
Barrett Wealth Connection LLC

Barrett Wealth Connection Llc

Founder and Wealth Advisor
Amy Barrett Work Experience Details
  • Barrett Wealth Connection Llc
    Partner And Wealth Advisor
    Barrett Wealth Connection Llc Apr 2012 - Present
    2002 Holian Drive, Suite 104, Spring Grove, Illinois 60081
  • Voyager Capital Management Llc
    Principal And Financial Advisor
    Voyager Capital Management Llc Nov 2009 - Dec 2011
    Lake Geveva, Wil
  • Savant Capital Management
    Director Of Investments And Financial Advisor
    Savant Capital Management Mar 2005 - Nov 2009
    Rockford, Illinois Area

Amy Barrett Skills

Financial Analysis Investments Certified Divorce Financial Analyst Fiduciary Financial Planning

Amy Barrett Education Details

Frequently Asked Questions about Amy Barrett

What company does Amy Barrett work for?

Amy Barrett works for Barrett Wealth Connection Llc

What is Amy Barrett's role at the current company?

Amy Barrett's current role is Founder and Wealth Advisor.

What is Amy Barrett's email address?

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What is Amy Barrett's direct phone number?

Amy Barrett's direct phone number is +181522*****

What schools did Amy Barrett attend?

Amy Barrett attended Cornell University, University Of Chicago.

What skills is Amy Barrett known for?

Amy Barrett has skills like Financial Analysis, Investments, Certified Divorce Financial Analyst, Fiduciary, Financial Planning.

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